DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 262 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,733,335 | +13.2% | 53,137 | +14.0% | 0.16% | +19.8% |
| Q2 2023 | $1,531,685 | +24.6% | 46,627 | +22.2% | 0.13% | +17.0% |
| Q1 2023 | $1,229,702 | +35.0% | 38,154 | +27.4% | 0.11% | +24.4% |
| Q4 2022 | $910,746 | +8.4% | 29,959 | -8.2% | 0.09% | +7.1% |
| Q3 2022 | $840,000 | -60.3% | 32,623 | -55.5% | 0.08% | -59.6% |
| Q2 2022 | $2,116,000 | -12.1% | 73,249 | +1.8% | 0.21% | +38.7% |
| Q1 2022 | $2,408,000 | +24.4% | 71,930 | +22.0% | 0.15% | +26.1% |
| Q4 2021 | $1,935,000 | +0.8% | 58,945 | +0.5% | 0.12% | -11.2% |
| Q3 2021 | $1,920,000 | – | 58,636 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,467,097 | $44,599,749 | 31.52% |
| Team Hewins, LLC | 1,701,007 | $51,710,614 | 28.04% |
| Equius Partners, Inc. | 1,952,148 | $59,345,286 | 18.32% |
| RESOURCE CONSULTING GROUP INC | 2,288,545 | $69,571,771 | 18.19% |
| M Financial Asset Management, Inc. | 137,215 | $4,190 | 15.30% |
| Shearwater Capital LLC | 379,598 | $11,569,265 | 11.69% |
| KRAFT ASSET MANAGEMENT, LLC | 408,878 | $12,429,882 | 11.33% |
| KEB ASSET MANAGEMENT, LLC | 679,874 | $20,668,155 | 10.99% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,465,090 | $44,538,774 | 10.64% |
| BAYSHORE ASSET MANAGEMENT, LLC | 507,097 | $15,415,756 | 9.92% |